+5.6%
SYY vs RMD
-20.3%
+25.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +1.5% | -4.2% | +5.7% | +2.0% |
| 30D | -2.3% | -2.1% | -0.3% | -2.2% |
| 3M | +5.5% | +13.8% | -8.3% | +3.3% |
| 6M | -1.0% | -10.6% | +9.7% | -0.2% |
| YTD | +14.1% | -8.1% | +22.2% | +13.2% |
| 1Y | +5.6% | -18.0% | +23.5% | +6.2% |
| All | +5.6% | -20.3% | +25.8% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling